See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,000 | $54,350+12.2% | $82,719-26.3% | $68,494-10.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.67% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,974 | $2,218+34.1% | $3,009-1.2% | $2,596+14.6% |
| Participant deferral / active EE | $3,852 | $3,246+18.7% | $4,395-12.3% | $4,027-4.3% |
| Admin fee / account holder | $6,283 | $4,395+42.9% | $5,329+17.9% | $5,403+16.3% |